Reports and Data Sorts
•Last release, we brought you a brand new home page. This week, we've improved it, as we tend to:
- Remember how those colored dashboards used to show a specific date in the past? Now they show a date range, just like you'd expect them to. So you can see your stats for the past 30, 60, and 90 days.
- We added links to training content! From your homepage you can get to our User Guide, Hero training content, or the happiest page on earth: Hero Release Notes.
•Savvy Hero users out there have noticed that Hero keeps track of the Change History for any section, where you can see exactly when who did what, like when Colonel Mustard adopted the Candlestick in the Kitchen. There's a timestamp there, and incredibly savvy Hero users have noticed that it's different from the timestamp that you can see in your Title Research page. We've fixed that. Now both the Change History and Title Research will show a timestamp when an item was first adopted to that section, this term.
By the way, the Change History button, if you haven't clicked it yet, is at the bottom of any section, and looks like this:
•A few of you were trying to edit custom items in the Adoption Editor, and having just the dickens of a time doing it. We figured out why, we fixed it, and we don't want to talk about it anymore.
•Others of you were having a further Dickens of a time printing booklists from a guest catalog. You had Great Expectations, but through a cruel Twist of fate the printed booklist wouldn't generate. It was Hard Times in a Bleak House. It...you get it. We fixed the bug, and now you can print whatever you like.
•Improvement: Depending what point-of-sale you use, you might have taken advantage of Hero's "automatic sync" feature, which worked like this: if a professor adopts a book and Finalizes her adoption, that adoption would shoot straight over to your POS, and you or your bookstore staff could start sourcing it immediately.
Problem was, sometimes faculty adopt items that you don't want to hit your POS automatically. Maybe you want to talk first, maybe you need to understand their note, or maybe you have an entire back room full of the 5th edition, and you know that's just as good as the 6th. If you've ever been in a situation like this, then you might have looked with longing at Hero's Title Research page, which we created for clients without that POS integration.
Syncing automatically was awesome when it was the right books, and infuriating when it was the wrong books. So with this release, we're moving everything to semi-auto, if you will. The Finalize button is no longer available to faculty or bookstore staff (clicking that button used to sync the adoption with the POS). Instead, bookstore staff will approve and confirm every adoption in Title Research, and then pull the trigger on the sync, sending only adoptions that are ready for sourcing to your POS.
Here's how it works:
1. A Faculty or Coordinator user will adopt an item and save their Adoption. This will automatically show them the tidy green check mark inside the circle letting them know their adoption has been submitted.
2. Over in Title Research, you'll see a New Arrival.
3. Research the title, add notes, whatever you like. Eventually you'll either Approve or put it On Hold.
4. When you're ready to Approve it, click yes for each section, right next to "Ready for POS Submission." This will confirm the adoption.
5. Head to the Confirmed Sections page! From here, you'll see every section that you've confirmed, and you can either finalize one section at a time, or finalize all confirmed sections at once, as you choose. (There's also a button to show you everything you've finalized in the past.) This will sync your POS with Hero.
6. If there are any sync failures -- meaning, if any of these sections have trouble leaving Hero -- we'll note it in that little Failures counter. You can simply click "Finalize" again, and attempt to send the item to the POS again. You can also check failures any time you like with the Sync Failure Report on your Stats page.
We know this will be a new flow for some of you, so definitely reach out to your Customer Success Manager or to Sidewalk Support if you have any trouble. We're excited to give you more control over the data flowing into your POS for sourcing, and when.
Some day we'll create release note sections that don't rhyme. But today is not that day.
•Improvement: A few bookstores pointed out that yeah, having a price comparison panel with tons of vendors is great and all, but it's not telling students the full story. Students have to pay shipping when they use Vendors, and shipping costs can vary wildly. Equitably calculating vendor shipping costs is massively complicated, especially with eBay and Amazon Marketplace in the mix, so we cut that Gordian knot like this: students will now see a bit of text telling them that on average, they'll probably pay around $3.99 in shipping costs to go with someone other than their campus store. Like this!
That's it for this release! We're working on some big amazing astounding fantastic items behind the scenes, features that you'll love when they're ready to see the light of day. If you want to trick someone into giving you hints, or if you have a question about any of this, just reach out to your nearest Customer Success Manager, or shoot an email over to firstname.lastname@example.org. We'll get you taken care of.